Financial Analyst

12 hours, 29 minutes ago
Full-time
Mid Level
Finance and Accounting
BHG Financial

BHG Financial

BHG Financial is a pioneering financial company that specializes in providing innovative solutions for business professionals, consumers, and financial institutions nationwide. With a focus on technology, analytics, and exceptional service, BHG offers ...

Diversified Financial Services
1001-5000
Founded 2001

Description

  • Build and maintain data analyses and reporting for BHG’s loan portfolios.
  • Assist with loan inventory management and short-term cash forecasting.
  • Develop and maintain optimization models supporting Capital Markets and Finance business needs.
  • Analyze financial information, identify trends and opportunities, and recommend actions to leadership.
  • Create analyses for strategic initiatives using Excel, SQL, PowerBI, and other financial reporting tools.
  • Perform variance analysis against forecasts and support month-end financial statement analysis.
  • Provide loan portfolio insights to Accounting, Capital Markets, Legal, and other internal teams.
  • Drive process improvements, manage ad hoc analyses, and support finance leadership.

Requirements

  • Valid U.S. work authorization that does not require current or future employer sponsorship.
  • Bachelor’s degree in Finance, Accounting, or a quantitative field preferred.
  • 2–4 years of progressive experience in data analytics or finance.
  • Strong quantitative, financial modeling, and analytical skills.
  • Background in lending, capital markets, structured finance, or financial services.
  • Strong Microsoft Excel skills and experience with common database systems.
  • Experience with PowerBI, Tableau, or other reporting tools preferred.
  • Ability to maintain models, identify financial and non-financial risks, improve processes, and manage data flows.
  • Strong written, verbal, presentation, prioritization, and cross-functional communication skills.
  • CFA, MBA, CPA, or active pursuit of a professional certification preferred.

Benefits

  • Medical, prescription, dental, and vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One Friday off each month for Wellness Weekends.
  • 401(k) plan with employer contributions after one year.
  • Company-sponsored training and certification opportunities.
  • Quarterly awards and additional bonuses for top achievers.
  • Volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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